Overview

Use Pricing Quotation to review pricing quotation packages and open the related Offer for commercial processing. Sales representatives use this workspace to identify packages by sales job, purchaser, offer type, bid due date, and sub-supplier, then progress the related Offer through approval and customer communication. Use this page when you need to prepare a quotation for approval, record that it has been sent to the client, or review its progress toward an Order.

Before you start

You need access to the Sales area and to the pricing quotation package that you are responsible for processing. Before submitting an Offer for approval, ensure that the Offer contains at least one item.

Steps

Navigate to Sales > Pricing Quotation.

The Buyouts workspace opens, displaying pricing quotation packages.
Select the all tab to review the available pricing quotation packages.
Locate the package that you need to process. Use the visible list information to identify the record, including Package no., Sales job No., Purchaser, Offer type, Bid due date, and Sub-suppli.
Select Go to offer for the relevant package.

The related Offer is the commercial proposal that progresses toward an Order. Review the Offer before submitting it for approval.
Ensure that the Offer is in Draft status and contains at least one item. Select Apply Approval For Booking to submit the Offer to the approval gate.

An Offer progresses through Draft, Awaiting approval, Approved, Valid, and Ordered. Approval must be completed before the Offer can continue toward Ordered and the related job can progress to Order.
When the quotation has been sent to the customer, select Consider Offer As Sent To Client to record that action.
If the Offer validity period requires adjustment, select Extend Offer Validity.
Use Back to Offer when you need to return to the Offer during processing. You can revert to inquiry only when all related offers are in Draft status.

All

The all tab contains the pricing quotation packages available for review. Each row represents a package associated with a sales job and can include the purchaser, the offer type, the bid due date, and sub-supplier information. Use this tab to identify the correct package before opening its related Offer.

Buyouts — Sales › Pricing Quotation

Use Go to offer to open the Offer associated with the selected pricing quotation package. Use Consider Offer As Sent To Client after the customer-facing quotation has been sent.

Tips & cautions

Tip: Review the Bid due date before progressing an Offer so that approval and customer communication can be completed within the required quotation period.

Warning: An Offer must contain at least one item before it can proceed through approval.

Warning: Do not plan to reverse a Delivered Order when a due invoice already exists. The Order cannot be un-delivered in this circumstance.

Troubleshooting

The Offer cannot be submitted for approval → The Offer has no items → Add at least one item to the Offer before using Apply Approval For Booking.
The Offer remains awaiting approval → Manager approval is still required → Wait for the manager to act on the Offer awaiting approval.
The inquiry cannot be restored from the Offer → One or more related offers are not in Draft status → Return all related offers to Draft status before reverting to inquiry.
An Order cannot be reverted → The Order has binding invoices → The Order cannot be reverted while binding invoices exist.
An item cannot be deleted → The item is labeled Ready for Shipment or Delivered → Items in either status cannot be deleted.

Result

The pricing quotation package is reviewed, and its related Offer is submitted for approval and prepared for progression toward an Order.